FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.02M
3
+$6.18M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$3.92M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.7M

Top Sells

1
+$22.1M
2
+$11.8M
3
+$7.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.83M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.32M

Sector Composition

1 Technology 12.69%
2 Healthcare 8.44%
3 Financials 7.57%
4 Industrials 5.62%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$599K 0.05%
19,767
-1,658
427
$592K 0.05%
12,614
+5,457
428
$587K 0.05%
15,103
-458
429
$583K 0.05%
4,916
-3,114
430
$582K 0.05%
3,242
+1,341
431
$581K 0.05%
5,526
+312
432
$580K 0.05%
65,728
+32,236
433
$576K 0.05%
21,254
-17,910
434
$571K 0.05%
1,163
-126
435
$571K 0.05%
7,431
-4,146
436
$569K 0.05%
1,430
-5,018
437
$562K 0.05%
2,666
-111
438
$561K 0.05%
4,245
+876
439
$560K 0.05%
3,596
-259
440
$559K 0.05%
+12,521
441
$558K 0.05%
6,987
-19,976
442
$554K 0.05%
4,790
-1,430
443
$553K 0.05%
3,304
-11
444
$551K 0.05%
11,367
+324
445
$548K 0.05%
+4,974
446
$546K 0.05%
3,457
-1,634
447
$545K 0.05%
27,271
-9,931
448
$543K 0.05%
4,002
-3,644
449
$542K 0.05%
9,337
+456
450
$540K 0.05%
24,267
+3,385
16 17
18
19 20